Subtle Ways to Keep the Client First
Where does the client fit in your business model?
You would probably say that they are in the middle of a circle that your entire firm orbits. Maybe you even have an internal diagram like this one. 
If that’s the thinking, consider these three simple changes to your Web site.
- Organize the site by the customer types that will visit your Web site. For instance, if RIAs visit your site, consider a specific section of the site for them (like Nuveen).
- Direct your Web site users to specific sales people. For instance, clearly list your RIA sales team on a US map with clear delineation for territories.
- Include case studies or examples of your customers. For instance, have articles such as “How a newly Independent FA added our funds to his asset allocation strategy.”
Enhancing your site with changes like this will truly keep the “customer” in the center of your business model.